CompanyCam + Workiz
Manage new Workiz leads by adding them as projects in CompanyCam
Streamline your workflow with this efficient process. Whenever a new lead is added in Workiz, a corresponding project will be created in CompanyCam. This seamless integration helps you manage your leads and projects in one workflow, enhancing your productivity and ensuring no lead goes unattended in your business process.
Streamline your workflow with this efficient process. Whenever a new lead is added in Workiz, a corresponding project will be created in CompanyCam. This seamless integration helps you manage your leads and projects in one workflow, enhancing your productivity and ensuring no lead goes unattended in your business process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Project
Creates a new project in your account.
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
Checklist Completed
Triggers when a checklist is completed.
Try It